Evergy, Inc.
EVRG- Exchange
- Nasdaq
- Industry
- Electric & Other Services Combined
- SEC CIK
- 0001711269
In the last 90 days, Evergy, Inc. insiders filed 1 open-market purchase and 0 sales; 948 institutions reported holding it in 13F filings for Q2 2026, worth $18.8B in total; no superinvestor holds it.
13F holders, Q3 2024
Institutional positions in Evergy, Inc. as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 722
- +25 vs. Q2 2024
- Shares held
- 201.3M
- +22.4M (+12.5%) vs. Q2 2024
- Total value
- $12.3B
- +$2.82B (+29.8%) vs. Q2 2024
- New holders
- 83
- 256 more added
- Sold out
- 58
- 242 more reduced
5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EVRG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 948 | $18.8B |
| Q1 2026 | 924 | $17.6B |
| Q4 2025 | 925 | $15.4B |
| Q3 2025 | 854 | $16.3B |
| Q2 2025 | 821 | $14.3B |
| Q1 2025 | 821 | $13.9B |
| Q4 2024 | 776 | $12.5B |
| Q3 2024 | 722 | $12.3B |
| Q2 2024 | 702 | $10.4B |
| Q1 2024 | 693 | $10.4B |
| Q4 2023 | 706 | $10.5B |
| Q3 2023 | 663 | $9.73B |
| Q2 2023 | 664 | $11.1B |
| Q1 2023 | 654 | $11.8B |
| Q4 2022 | 686 | $12.0B |
| Q3 2022 | 651 | $11.4B |
| Q2 2022 | 640 | $12.5B |
| Q1 2022 | 641 | $13.0B |
| Q4 2021 | 633 | $13.7B |
| Q3 2021 | 593 | $12.3B |
| Q2 2021 | 581 | $11.9B |
| Q1 2021 | 586 | $11.3B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Evergy, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CoreFirst Bank & Trust | 7,560 | $468.8K | 0.27% | −857−10.2% | Reduced |
| Trust Co of Kansas | 7,486 | $464.0K | 0.23% | −35−0.5% | Reduced |
| Coldstream Capital Management Inc | 7,449 | $462.7K | 0.01% | +155+2.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 7,449 | $461.9K | 0.03% | −14,620−66.2% | Reduced |
| HB Wealth Management, LLC | 7,438 | $461.2K | 0.00% | +460+6.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,436 | $461.1K | 0.02% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 7,425 | $460.5K | 0.01% | +573+8.4% | Added |
| Metis Global Partners, LLC | 7,356 | $456.1K | 0.01% | +109+1.5% | Added |
| Novak & Powell Financial Services, Inc. | 7,346 | $455.5K | 0.26% | +75+1.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,289 | $452.0K | 0.01% | −28−0.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,171 | $445.0K | 0.00% | +304+4.4% | Added |
| Wealthcare Advisory Partners LLC | 7,140 | $442.8K | 0.01% | −556−7.2% | Reduced |
| Ti-Trust, Inc | 7,047 | $437.0K | 0.31% | 00.0% | Unchanged |
| Proequities, Inc. | 6,909 | $428.4K | 0.03% | −530−7.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,808 | $422.2K | 0.03% | −608−8.2% | Reduced |
| Evoke Wealth, LLC | 6,694 | $415.1K | 0.01% | +6,694 | New |
| Vinva Investment Management Ltd | 6,636 | $411.0K | 0.02% | +929+16.3% | Added |
| Park Avenue Securities LLC | 6,602 | $409.0K | 0.00% | −289−4.2% | Reduced |
| Kornitzer Capital Management Inc | 6,579 | $408.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,547 | $406.0K | 0.01% | −21−0.3% | Reduced |
| We Are One Seven, LLC | 6,494 | $402.7K | 0.02% | +840+14.9% | Added |
| Sound View Wealth Advisors Group, LLC | 6,372 | $395.1K | 0.03% | +2,347+58.3% | Added |
| NBC Securities, Inc. | 6,377 | $395.0K | 0.03% | −33−0.5% | Reduced |
| AlphaStar Capital Management, LLC | 6,284 | $389.7K | 0.03% | +6,284 | New |
| Equitable Holdings, Inc. | 6,252 | $387.7K | 0.00% | +299+5.0% | Added |
| Atomi Financial Group, Inc. | 6,245 | $387.3K | 0.02% | +1,033+19.8% | Added |
| Integrated Wealth Concepts LLC | 6,194 | $384.1K | 0.00% | +88+1.4% | Added |
| Financial Advisory Service, Inc. | 6,180 | $383.2K | 0.03% | +41+0.7% | Added |
| Resources Investment Advisors, LLC. | 6,167 | $382.4K | 0.00% | −334−5.1% | Reduced |
| Westwood Holdings Group Inc. | 6,076 | $376.8K | 0.00% | 00.0% | Unchanged |
| Trust Co | 6,017 | $373.1K | 0.04% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 5,975 | $370.5K | 0.10% | +315+5.6% | Added |
| SG Americas Securities, LLC | 5,943 | $369.0K | 0.00% | −108,689−94.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,917 | $366.9K | 0.02% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 5,900 | $366.0K | 0.01% | +5,900 | New |
| BKD Wealth Advisors, LLC | 5,877 | $364.5K | 0.01% | −150−2.5% | Reduced |
| Colony Group, LLC | 5,868 | $363.9K | 0.00% | −237−3.9% | Reduced |
| Waterfront Wealth Inc. | 6,041 | $363.5K | 0.09% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 5,860 | $363.4K | 0.03% | +5,860 | New |
| Hilltop Holdings Inc. | 5,840 | $362.1K | 0.02% | +5,840 | New |
| Garner Asset Management Corp | 5,831 | $362.0K | 0.17% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 5,815 | $360.6K | 0.01% | −335−5.4% | Reduced |
| Blackhawk Capital Partners LLC. | 5,792 | $359.2K | 0.19% | +5,792 | New |
| Naples Global Advisors, LLC | 5,788 | $358.9K | 0.03% | −1,275−18.1% | Reduced |
| Vaughan David Investments LLC | 5,763 | $357.0K | 0.01% | −424−6.9% | Reduced |
| KCM Investment Advisors LLC | 5,736 | $355.7K | 0.01% | −386−6.3% | Reduced |
| Pensionmark Financial Group, LLC | 5,715 | $354.4K | 0.01% | +212+3.9% | Added |
| MBB Public Markets I LLC | 5,580 | $346.0K | 0.03% | −11,285−66.9% | Reduced |
| International Assets Investment Management, LLC | 21,455 | $346.0K | 0.00% | +21,455 | New |
| T. Rowe Price Investment Management, Inc. | 5,544 | $344.0K | 0.00% | +500+9.9% | Added |
| Schulhoff & Co Inc | 5,500 | $341.1K | 0.14% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 5,417 | $335.9K | 0.01% | +5,417 | New |
| Intrust Bank NA | 5,404 | $335.1K | 0.03% | +126+2.4% | Added |
| Aquatic Capital Management LLC | 5,400 | $334.9K | 0.01% | −16,000−74.8% | Reduced |
| Tocqueville Asset Management L.P. | 5,400 | $334.9K | 0.01% | +500+10.2% | Added |
| AE Wealth Management LLC | 5,392 | $334.4K | 0.00% | −21,445−79.9% | Reduced |
| Vista Investment Partners LLC | 5,358 | $332.3K | 0.11% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 5,247 | $325.4K | 0.11% | −2,527−32.5% | Reduced |
| MML Investors Services, LLC | 5,168 | $320.0K | 0.00% | +935+22.1% | Added |
| Garrett Investment Advisors LLC | 5,145 | $319.0K | 0.03% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 5,093 | $315.8K | 0.09% | 00.0% | Unchanged |
| Gentry Private Wealth, LLC | 5,093 | $315.8K | 0.26% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 5,007 | $310.5K | 0.01% | +20+0.4% | Added |
| Spirit of America Management Corp | 4,950 | $306.9K | 0.06% | +2,050+70.7% | Added |
| 44 Wealth Management LLC | 4,900 | $303.6K | 0.11% | +4,900 | New |
| Central Trust Co | 4,891 | $303.3K | 0.01% | −549−10.1% | Reduced |
| Jump Financial, LLC | 4,837 | $299.9K | 0.01% | −9,885−67.1% | Reduced |
| V-Square Quantitative Management LLC | 4,774 | $296.0K | 0.04% | +163+3.5% | Added |
| Blueshift Asset Management, LLC | 4,769 | $295.7K | 0.07% | +4,769 | New |
| Royal Fund Management, LLC | 4,760 | $295.3K | 0.02% | +4,760 | New |
| Black Diamond Financial, LLC | 4,729 | $293.2K | 0.05% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 4,720 | $292.7K | 0.01% | +4,720 | New |
| Modern Wealth Management, LLC | 4,672 | $289.7K | 0.02% | −15−0.3% | Reduced |
| MainStreet Investment Advisors LLC | 4,656 | $288.7K | 0.04% | −1,062−18.6% | Reduced |
| Lifeworks Advisors, LLC | 4,629 | $287.1K | 0.06% | +4,629 | New |
| MidWestOne Financial Group, Inc. | 4,611 | $285.9K | 0.04% | −8−0.2% | Reduced |
| Integris Wealth Management, LLC | 4,570 | $283.4K | 0.08% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 4,524 | $280.5K | 0.00% | −1,131−20.0% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 4,524 | $280.5K | 0.00% | +4,524 | New |
| NorthRock Partners, LLC | 4,511 | $279.7K | 0.01% | −3−0.1% | Reduced |
| DGS Capital Management, LLC | 4,487 | $278.2K | 0.08% | +619+16.0% | Added |
| Cornerstone Wealth Management, LLC | 4,416 | $273.8K | 0.02% | −335−7.1% | Reduced |
| Bank & Trust Co | 4,406 | $273.2K | 0.22% | 00.0% | Unchanged |
| Martingale Asset Management L P | 4,400 | $272.8K | 0.01% | 00.0% | Unchanged |
| Syon Capital LLC | 4,387 | $272.0K | 0.02% | −643−12.8% | Reduced |
| Walker Asset Management, LLC | 4,361 | $270.4K | 0.17% | +36+0.8% | Added |
| Vident Advisory, LLC | 4,334 | $268.8K | 0.01% | −305−6.6% | Reduced |
| Allworth Financial LP | 4,321 | $267.9K | 0.00% | +1,246+40.5% | Added |
| Artisan Partners Limited Partnership | 4,308 | $267.1K | 0.00% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 4,292 | $266.1K | 0.05% | +241+5.9% | Added |
| Valeo Financial Advisors, LLC | 4,286 | $265.8K | 0.01% | −10−0.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 4,280 | $265.4K | 0.02% | −456−9.6% | Reduced |
| Horizon Investment Services, LLC | 4,244 | $263.2K | 0.11% | +4,244 | New |
| Sound Stewardship, LLC | 4,232 | $262.4K | 0.15% | +6+0.1% | Added |
| Simplex Trading, LLC | 4,070 | $252.0K | 0.01% | −4,859−54.4% | Reduced |
| Kimelman & Baird, LLC | 4,054 | $251.4K | 0.02% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 4,000 | $248.0K | 0.10% | 00.0% | Unchanged |
| Atria Investments LLC | 3,986 | $247.2K | 0.00% | −257−6.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,980 | $246.8K | 0.01% | +3,980 | New |
| Wiley Bros.-Aintree Capital, LLC | 3,967 | $246.3K | 0.00% | +3,967 | New |